What do the different statuses mean?

From your ICHRA portal, you can view your quote’s status or see where your client is in the setup process—all in one place.

Pipeline tab: Track prospects from the quote stage through onboarding
Customers tab: Find prospects who have completed onboarding and are now customers

Here’s a quick guide to the statuses and what they mean:

Quote Statuses

The client is still receiving quotes and sharing their feedback.

Draft Quote: You’ve started a quote but haven’t added employees yet.
Employees Added: Employees are in and your ICHRA strategy is set—nice work.
Exported Quote: You’ve exported the quote, often to present alongside other options.
Sent Quote: The quote has been emailed through the portal.
Viewed Quote: Your client has viewed the quote but hasn’t taken action yet
Changes Requested: Your client has requested updates to the quote.

Pipeline Statuses

The client has accepted the quote and has started to set up their account.

Finalized Quote: The client approves the quote and is ready to begin onboarding. An onboarding link is sent to get started.
Account Creation: The user has created their account, but has not started any onboarding steps.
Onboarded: The client is working through onboarding steps.
Customer: All set! You can find them anytime in the Customers tab.